RE: How can I get a report of Purchase Orders with an open balance at 12/31/2021?
Hi
I do not think such a report exist in BC. You may need to build such a report.
One possible logic is this:
1) In current open purchase order find all purchase order that has a document date before 1/1/2022. The hope is that they created before that date. Of course you can use Created At filter which is more accurate.
2) Also go to Posted Purchase Receipt and find any receipt after 12/31/2021.
3) Then from above find out document date for those PO and filter out any PO that has been created after 12/31/2021. Alternatively you can use Item Ledger and filter for Purchase then by date. The hard part is to determine PO# from here and see if PO created before or after 12/31/2021.
4) Now if you combine open lines from number 1 and lines from number 3 you have what you need.
Do you have Jet Report? If yes than this is much easier.
I also hope other experts here can provide different method.
